Michael Purcell
Investment adviser representative at Kiplinger Wealth Advisors
12 yearsExperience
1 stateRegistered in
$261.7MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Kiplinger Wealth AdvisorsAug 2024 to now
- Self EmployedJan 2024 to May 2024
- Maryland UniversityMay 2023 to Jan 2024
- Duke UniversityJan 2023 to May 2023
- Elon UniversityJun 2017 to Dec 2022
- Centerville High SchoolMay 2014 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (OH).
Kiplinger Wealth Advisors
Legal name: Kiplinger Investment Advisors, LLC.
$261.7MAssets managed
434Clients
5Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7972765
- Firm CRD
- 116726